CSTC Logo                                                                                                              

                                                       

                                                                         San Francisco Bay Chapter

When:

Wednesday -  October, 2, 2019 

From:  6:00 pm to 9:00 pm

6:00pm - Registration Sign-In (or earlier)

6:30pm - Dinner

7:00pm - Course Begins

Board Meeting:

4:45 pm to 6:00pm - Board Meeting

  • Doubletree Hotel Happy Hour starts at 5pm
  •  with Free Wine and hors d'oeuveres 

 Add to Calendar 

COST:

CSTC  Chapter Members Only:      $60.00

Non-Members:                                   $80.00

FREE PARKING with Validation

No Discounts; No Show; No Refunds

Where

DoubleTree Hotel 

835 Airport Boulevard
Burlingame, CA 94010
 


 
Driving Directions 

Contact

San Francisco  Bay Chapter
California Society of Tax Consultants
650-918-7329
info@cstcsfbay.org

CTEC follows the new IRS Education Requirements:

           5 Hrs -  State

           2 Hrs - Ethics

          3  Hrs - Federal Update

        10 Hrs - Federal Tax Law


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This presentation has been designed to meet requirements of the Director of the Internal Revenue Service; California State Board of Accountancy; the International Board of Standards and the California Tax Education Council including Code 31 of Federal Regulations 10.6(g), continuing rule 88(c) covering maintenance of attendance records, retention of program outlines, qualifications of instructor & length of class hours. This does not constitute an endorsement by these groups. 

Chapter Dinner Meeting

October 2, 2019

ETHICS

 

Register Now!

Required:  On-Line Pre-Registration ONLY!

 On-Line Pre-Payment Only 

COMPLETE  your CE Hours

before the October deadline!

Course Topic - ETHICS:

     What would you do when faced with an ethical situation?  The class will be an interactive review of real life situations experienced by various tax preparers.  Attendees will receive a description of a situation that took place in their office.  They will be asked to evaluate if this situation presents an ethical question/Circular 230 situation.  What the possible options to address the situation while keeping our practice and our wits intact?

Presenter:   Gary Quackenbush, Esq.

Gary Quackenbush is currently President of CSTC at the state level and Past-President of the California Society of Tax Consultants, San Diego Chapter.

Gary Quackenbush operates his Financial Solutions law practice, GQ LAW, out of the Rancho Bernardo area in San Diego, California. Since 1988 his emphasis has been tax and financial problem solving and implementing solutions for tax problem resolution such as; Offers in Compromise, audit reconsideration, appeals, installment agreements, bankruptcy, federal district court actions, federal tax court actions, etc. His estate planning practice focuses on wills, trusts, and estate administration including probate court work. His office handles civil litigation cases such as personal injury, contract disputes, property disputes, and business matters. His business consulting involves choice of and formation of business entities such as sole proprietorships, partnerships, corporations, and Limited Liability Companies.

ALL ARE WELCOME TO ATTEND!              

                                               ON-LINE  PRE-PAYMENT  ONLY

                                    PRE - REGISTRATION ONLY

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CE Information:

2 Hours  Ethics 

CTEC:  1000-CE-4652

IRS: 18QQC1-E-01267-19-I

   Thank you, CSTC San Francsico Bay  Chapter

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**Note-if you pay by credit/debit card your bank statement will only read "PayPal"  Please take note and not dispute these charges as they are for cost of attending this Event that you authorized. Thank you.

Please read our "NO SHOW" policy.   Please remember to "Print Your Ticket" 

 **REMINDER **ALL BOARD MEMBERS

**BOARD MEETING PRIOR TO DINNER AT 4:45PM**

******MARK YOUR CALENDARS****

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Registration Details:

Included with Registration:

  • Continuing Education:  
  • Materials
  • Dinner 
  • Free parking!!!!

NOTE: No-Show Dinner Reservation Billing Policy:

-No-Show is defined as a member or non-member who made a reservation for a meeting, did not pay for the meeting at the time of reservation, failed to cancel their reservation by 10:00 a.m. TWO days prior to the meeting and did not attend the meeting.  -No-Shows will be billed the Chapter's cost of the dinner, because they failed to attend, failed to pay for it in advance and failed to cancel the reservation by the 10:00 a.m. deadline.   - No-Show member or non-member who made a reservation and paid will not receive a refund, unless they cancel their reservation by the 10:00 a.m. deadline.  Otherwise, "no-refund" is given.